2020 Annual Banner

OCTOBER 2020


NAGDCA Connect

NAGDCA is pleased to launch our new online learning series, NAGDCA Connect – Virtual Engagement and Learning Series.  NAGDCA Connect is an online interactive learning series launching in October, coinciding with National Retirement Security Month. Convening the NAGDCA community is more important than ever; therefore, we’re developing a variety of topical sessions and small group discussions to provide a new opportunity to learn and network with your peers.

During the month of October, registrants will have access to the following:

  • Mondays – General Sessions
  • Tuesdays – DC Community Exchange (small, moderated group discussions comprised of industry representatives and plan sponsors to discuss issues/challenges)
  • Wednesdays – Learning Labs
  • Thursdays – Peer-to-Peer Exchange – reserved for government registrants only (small, moderated group discussions comprised of plan sponsors to share best practices, ask questions and learn from their peers)

General sessions and learning lab sessions will begin at 2:00 p.m. ET, and registrants may select from multiple time slots for the exchange sessions on the registration form.

Event Platform

Click below to log in to the Connect event platform. The event platform will serve as the Connect hub throughout October and is where you will access connection links for each general session and learning lab, learn about our sponsors, complete CE surveys, and more.

To access Monday and Wednesday sessions –

  1. Log in to the event platform with your NAGDCA credentials.
  2. Navigate to the session.
  3. Click “JOIN THE SESSION” found under “Materials.”
  4. Click the link to join the Zoom webinar session.
LOG IN TO CONNECT PLATFORM

Registration Information

REGISTER TODAY!
Member Type Registration Fee
Government Member $100.00
Government Non-member¹ $100.00
Industry Member $150.00
Industry Non-member $150.00

¹ Government Non-member registration includes complimentary NAGDCA membership beginning on the date of purchase through Dec. 31, 2020. Only available to entities who have not been members within the past three years. 

CANCELLATIONS & REFUNDS

All registration cancellations and refund requests must be made in writing no later than September 18, 2020 via email at registration@nagdca.org. A refund of the full event registration fee, minus a $25 administrative fee, will be given for cancellations received by that date. NAGDCA regrets that refunds will not be given for no-shows.

SUBSTITUTIONS

Substitutions are gladly accepted! Substitutions of registrations are permitted prior to the virtual event start date by submitting a written request to registration@nagdca.org. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for all financial obligations (any balance due) associated with that substitution.

Questions? Please email registration@nagdca.org if you have conference registration questions.

Agenda

Click here to log in to the event platform to access Monday and Wednesday sessions.

Week 1 | October 5 – 8

MON, OCT 5
2:00 – 3:00 p.m. ET

KEYNOTE & GENERAL SESSION

The way forward: Why diversity and inclusion matters

Is retirement a demographically neutral event? As workforces evolve and have affinity groups, how can retirement topics reflect that change? How do we create a more inclusive financial environment for diverse populations?

From shifting household roles to generational labels to immigrating cultures, each have unique perspectives and points of reference that warrant understanding. Dissecting common stereotypes and belief systems associated with gender, race, or age may seem difficult but it is not impossible. This panel will discuss some of the common misperceptions and biases that exist and how to re-frame the conversation so that everyone in your organization hears a retirement message to which they can relate.

Speakers:

  • Keynote: Jennifer Eberhardt, Professor, Department of Psychology, Stanford University
  • Moderator: Sue Walton, SVP, Senior Retirement Strategist, Capital Group | American Funds
  • Panelist: Lisa Landstein, SVP, Human Resources, Voya Financial
  • Panelist: Sherry Mose, Plan Administrator, City of Houston

TUES, OCT 6
10:00 – 11:00 a.m. ET
12:00 – 1:00 p.m. ET
2:00 – 3:00 p.m. ET
4:00 – 5:00 p.m. ET

DC COMMUNITY EXCHANGEoptional

DC Community Exchanges are virtual small group (10 ppl) moderated discussion sessions that are open to all attendees every Tuesday in October. The DC Community Exchanges offer an opportunity to connect with your peers while discussing various topical questions.

The exchange sessions are optional, and attendees may sign up on the event registration form. NAGDCA will reach out in late August/early September to confirm your participation.

WED, OCT 7
2:00 – 3:00 p.m. ET

LEARNING LABS – GROUP 1

At a crossroads: Health and Wealth 

Public sector retirement plans have a wide range of defined contribution plan structures and the differences between plan types can be confusing. Now, some organizations are adding health accounts, such as HSAs and HRAs to the savings mix – further complicating the picture for participants. Our panel will discuss the intersection between health and wealth and how to guide your participants to utilize these incredibly powerful savings vehicles.

Speakers:

  • Moderator: Scott Fisher, Senior Advisor, Northwest Capital Management
  • Panelist: Beverly Freeman, Benefits Program Manager, Public Utility District #1 of Chelan County
  • Panelist: Jayson Davidson, Managing Partner, Hyas Group
  • Panelist: Nate Black, AVP, Health Savings and Spending Accounts, Voya Financial

Practical Innovations – Easy Ways to Turbocharge Your Program

Who knew stepping outside the box could be this easy? Just us for a conversation about practical ways to help your program shine. We’ll provide tips, and hopefully some inspiration, for fresh ways to look at ongoing challenges. Elevate your plan on relevant topics including plan design, governance and staffing, vendor partnerships and more.

Join NAGDCA for a conversation with NAGDCA President Sandy Blair, CalSTRS; Alex Hannah, ICMA-RC; Beth Kushner, City of New York; and Steven Montagna, City of Los Angeles.


Show me the money – a focus on fees 

In recent years, government plan sponsors have been focused on fees – their correlation to service and impact on value. This is a positive trend that shows true sponsor commitment to their fiduciary responsibility. However, lower fees are not always without costs or impact. This panel will explore the why behind those who have successfully lowered their fees and others who have chosen higher fees in hopes of achieving better member outcomes or providing enhanced services.

Speakers:

  • Moderator: Steve Ferber, Senior Vice President, PIMCO
  • Panelist: Jed Petty, Managing Director, Wellington Management
  • Panelist: Julian Regan, Senior VP, Public Sector Market Leader, Segal
  • Panelist: Christine Lange, Head of Retirement Business Management & Customer Solutions, Prudential Retirement

THURS, OCT 8
10:00 – 11:00 a.m. ET
12:00 – 1:00 p.m. ET
2:00 – 3:00 p.m. ET
4:00 – 5:00 p.m. ET

P2P EXCHANGEoptional; plan sponsors only

P2P Exchanges are virtual small group (10 ppl) peer-to-peer moderated discussion sessions that are only open to government attendees every Thursday in October.

The exchange sessions are optional, and attendees may sign up on the event registration form. NAGDCA will reach out in late August/early September to confirm your participation.

Week 2 | October 12 – 15

MON, OCT 12
2:00 – 3:00 p.m. ET

GENERAL SESSION

Talk is cheap: How to drive change through strategic communications 

All employees must understand their retirement plan options in order to effectively plan for their future, but successfully communicating with them remains a challenge for most. This session will explore the unique obstacles public plan sponsors face when engaging with participants, strategies for overcoming those obstacles, and the importance of measuring the right things.

This panel will share:

  • Effective communication strategies
  • How to utilize data to measure success and drive change
  • Techniques for integrating other retirement benefits and accounts
  • How plan sponsors should partner with their providers to develop and deploy successful programs
  • Communicating in a crisis

Speakers:

  • Moderator: Greg Jenkins, Head of Institutional DC, Managing Director, Invesco
  • Panelist: Dan Kimmel, Program and Outreach Manager, State of Delaware
  • Panelist: Chris McCloy, Vice President, Communication Consulting, Lincoln Financial
  • Panelist: Mohammad Raihan, Assistant Vice President, HR Retirement Services, NYC Health + Hospitals

TUES, OCT 13
10:00 – 11:00 a.m. ET
12:00 – 1:00 p.m. ET
2:00 – 3:00 p.m. ET
4:00 – 5:00 p.m. ET

DC COMMUNITY EXCHANGEoptional

DC Community Exchanges are virtual small group (10 ppl) moderated discussion sessions that are open to all attendees every Tuesday in October. The DC Community Exchanges offer an opportunity to connect with your peers while discussing various topical questions.

The exchange sessions are optional, and attendees may sign up on the event registration form. NAGDCA will reach out in late August/early September to confirm your participation.

WED, OCT 14
2:00 – 3:00 p.m. ET

LEARNING LABS – GROUP 2

Auto Features: Set it and forget it? 

Automatic enrollment is one of the most effective ways to increase participation in workplace retirement plans. Yet according to NAGDCA research, half of the states wholly prohibit automatic enrollment for public employees, while another 16 limit it in some form.

This panel will explore both sides of the issue. First, we will hear about the two-year journey one organization took to implement a new automatic enrollment program. In contrast, we will hear from a plan that was prohibited from using automatic enrollment but found alternative methods for increasing plan participation. So regardless of your state’s laws, there are methods and paths to improve your plan’s outcomes.

Speakers:

  • Moderator: Josh Franzel, President and CEO, Center for State and Local Government Excellence
  • Panelist: Dagmar Nikles, Managing Director, Head of Plan Strategy, BlackRock
  • Panelist: AJ Padilla, Lieutenant, Chairperson, City of Austin Deferred Compensation Committee, City of Austin
  • Panelist: Nancy Wishmeyer, Controller, City of Aurora

Seeking the Holy Grail – Holistic Financial Wellness

COVID-19 has put a magnifying glass on a huge problem: the financial fragility of the American workforce. Prior to the pandemic, half of Americans lived paycheck-to-paycheck, with many treating credit cards as an emergency savings option. Forty-one percent of Americans were unable to cover an unexpected $400 expense without borrowing money or selling a personal item. These staggering statistics demonstrate the struggle Americans face not only in saving for retirement, but in achieving financial stability in their daily lives. This panel will focus on the current state of financial wellness needs of government workers and the available programs to meet these needs: where they stood pre-COVID-19 and how they have been impacted since. Learn:

  • Employee needs/Employer offerings pre- and post-COVID-19
  • How employers are helping and can help employees with their financial wellness needs—including use of CARES Act provisions.
  • Behavioral changes and results of these programs
  • Lessons learned from a Financial Wellness program in action

Speakers:

  • Moderator: Lori Lucas, President and CEO, EBRI
  • Panelist: Beth Cleary, Executive Director, Deferred Compensation, City of Milwaukee
  • Panelist: Steve Toole, VP, Financial Wellness Tax-Exempt Markets, Prudential

To catch a thief: Fraud and cybersecurity in a connected world

Hacking, breaches, viruses, ransomware – cybersecurity is scary. But what action can you take as a plan sponsor to both prevent attacks and respond to them when they occur? Our panel of experts will discuss the latest tactics to keep the bad guys at bay that you can take back to the office and immediately implement to protect unauthorized access to your plan and your participants.

Speakers:

  • Moderator: Ben Taylor, SVP, Head of US Tax Exempt DC Research, Callan LLC
  • Panelist: Patrice Bordron, AVP, Business Segment CISO, Nationwide
  • Panelist: Marina Edwards, Senior Defined Contribution Strategist, North America Institutional Sales, Invesco
  • Panelist: Doug Peterson, Chief Information Security Officer, Empower Retirement

THURS, OCT 15
10:00 – 11:00 a.m. ET
12:00 – 1:00 p.m. ET
2:00 – 3:00 p.m. ET
4:00 – 5:00 p.m. ET

P2P EXCHANGEoptional; plan sponsors only

P2P Exchanges are virtual small group (10 ppl) peer-to-peer moderated discussion sessions that are only open to government attendees every Thursday in October.

The exchange sessions are optional, and attendees may sign up on the event registration form. NAGDCA will reach out in late August/early September to confirm your participation.

Week 3 | October 19 – 22

MON, OCT 19
2:00 – 3:00 p.m. ET

GENERAL SESSION

Retirement Income: Funding the encore 

NAGDCA members work hard to help their participants save for retirement. However, what happens the day after retirement? While many plan sponsors may advocate for keeping assets in the plan, they need to help participants spend their money in a way that meets their goals using a personalized approach.

Views on retirement income are rapidly changing and our panel of the industry’s top minds will break down the problem and offer solutions that help your participants enjoy the money they worked so hard to save in what is likely their second act.

Speakers:

  • Moderator: Sangeeta Moorjani, Head of WI Employer Experience & Retirement Solutions, Fidelity Investments
  • Panelist: Patrick Carter, Executive Director, J.P. Morgan
  • Panelist: Michael Sowa, Solutions Specialist, LGIMA
  • Panelist: Angela Winingham, Assistant Vice President, Market Development & Participant Adoption, MetLife

TUES, OCT 20
10:00 – 11:00 a.m. ET
12:00 – 1:00 p.m. ET
2:00 – 3:00 p.m. ET
4:00 – 5:00 p.m. ET

DC COMMUNITY EXCHANGEoptional

DC Community Exchanges are virtual small group (10 ppl) moderated discussion sessions that are open to all attendees every Tuesday in October. The DC Community Exchanges offer an opportunity to connect with your peers while discussing various topical questions.

The exchange sessions are optional, and attendees may sign up on the event registration form. NAGDCA will reach out in late August/early September to confirm your participation.

WED, OCT 21
2:00 – 3:00 p.m. ET

LEARNING LABS – GROUP 1

At a crossroads: Health and Wealth 

Public sector retirement plans have a wide range of defined contribution plan structures and the differences between plan types can be confusing. Now, some organizations are adding health accounts, such as HSAs and HRAs to the savings mix – further complicating the picture for participants. Our panel will discuss the intersection between health and wealth and how to guide your participants to utilize these incredibly powerful savings vehicles.

Speakers:

  • Moderator: Scott Fisher, Senior Advisor, Northwest Capital Management
  • Panelist: Beverly Freeman, Retired, former Benefits Program Manager, Public Utility District #1 of Chelan County
  • Panelist: Jayson Davidson, Managing Partner, Hyas Group
  • Panelist: Nate Black, AVP, Health Savings and Spending Accounts, Voya Financial

Practical Innovations – Easy Ways to Turbocharge Your Program

Who knew stepping outside the box could be this easy? Just us for a conversation about practical ways to help your program shine. We’ll provide tips, and hopefully some inspiration, for fresh ways to look at ongoing challenges. Elevate your plan on relevant topics including plan design, governance and staffing, vendor partnerships and more.

Join NAGDCA for a conversation with NAGDCA President Sandy Blair, CalSTRS; Alex Hannah, ICMA-RC; Beth Kushner, City of New York; and Steven Montagna, City of Los Angeles.


Show me the money – a focus on fees 

In recent years, government plan sponsors have been focused on fees – their correlation to service and impact on value. This is a positive trend that shows true sponsor commitment to their fiduciary responsibility. However, lower fees are not always without costs or impact. This panel will explore the why behind those who have successfully lowered their fees and others who have chosen higher fees in hopes of achieving better member outcomes or providing enhanced services.

Speakers:

  • Moderator: Steve Ferber, Senior Vice President, PIMCO
  • Panelist: Jed Petty, Managing Director, Wellington Management
  • Panelist: Julian Regan, Senior VP, Public Sector Market Leader, Segal
  • Panelist: Christine Lange, Head of Retirement Business Management & Customer Solutions, Prudential Retirement

THURS, OCT 22
10:00 – 11:00 a.m. ET
12:00 – 1:00 p.m. ET
2:00 – 3:00 p.m. ET
4:00 – 5:00 p.m. ET

P2P EXCHANGEoptional; plan sponsors only

P2P Exchanges are virtual small group (10 ppl) peer-to-peer moderated discussion sessions that are only open to government attendees every Thursday in October.

The exchange sessions are optional, and attendees may sign up on the event registration form. NAGDCA will reach out in late August/early September to confirm your participation.

Week 4 | October 26 – 29

MON, OCT 26
2:00 – 3:00 p.m. ET

GENERAL SESSION

Health, Wellness and Financial Security

Today’s 65-year-old can expect to live another 20 years, according to the Social Security Administration. Similarly, the bottom 20% of older adults have no assets; in fact, some are in debt. For a 65-year old couple, healthcare expenses can reach $265,000-$349,000 during retirement (EBRI health expense report) yet 4 out of 5 people cannot accurately estimate how much they expect to pay for health care in retirement (Nationwide annual Health Care and LTC Survey).

Combined, longer lives and lower savings are fueling a retirement security crisis for millions of American. Join us for an active discussion regarding what to expect as well as tools and solutions available to American’s retirees to help decrease longevity and healthcare cost risk.

Speakers:

  • Moderator: Chris Biddle, Executive Director, Kentucky Deferred Compensation
  • Panelist: Kristi Rodriguez, Vice President, Nationwide Retirement Institute
  • Panelist: Marc Cohen, University of Massachusetts
  • Panelist: Josh Hodges, National Council on Aging

TUES, OCT 27
10:00 – 11:00 a.m. ET
12:00 – 1:00 p.m. ET
2:00 – 3:00 p.m. ET
4:00 – 5:00 p.m. ET

DC COMMUNITY EXCHANGEoptional

DC Community Exchanges are virtual small group (10 ppl) moderated discussion sessions that are open to all attendees every Tuesday in October. The DC Community Exchanges offer an opportunity to connect with your peers while discussing various topical questions.

The exchange sessions are optional, and attendees may sign up on the event registration form. NAGDCA will reach out in late August/early September to confirm your participation.

WED, OCT 28
2:00 – 3:00 p.m. ET

LEARNING LABS – GROUP 2

Auto Features: Set it and forget it? 

Automatic enrollment is one of the most effective ways to increase participation in workplace retirement plans. Yet according to NAGDCA research, half of the states wholly prohibit automatic enrollment for public employees, while another 16 limit it in some form.

This panel will explore both sides of the issue. First, we will hear about the two-year journey one organization took to implement a new automatic enrollment program. In contrast, we will hear from a plan that was prohibited from using automatic enrollment but found alternative methods for increasing plan participation. So regardless of your state’s laws, there are methods and paths to improve your plan’s outcomes.

Speakers:

  • Moderator: Josh Franzel, President and CEO, Center for State and Local Government Excellence
  • Panelist: Dagmar Nikles, Managing Director, Head of Plan Strategy, BlackRock
  • Panelist: AJ Padilla, Lieutenant, Chairperson, City of Austin Deferred Compensation Committee, City of Austin
  • Panelist: Nancy Wishmeyer, Controller, City of Aurora

Seeking the Holy Grail – Holistic Financial Wellness

COVID-19 has put a magnifying glass on a huge problem: the financial fragility of the American workforce. Prior to the pandemic, half of Americans lived paycheck-to-paycheck, with many treating credit cards as an emergency savings option. Forty-one percent of Americans were unable to cover an unexpected $400 expense without borrowing money or selling a personal item. These staggering statistics demonstrate the struggle Americans face not only in saving for retirement, but in achieving financial stability in their daily lives. This panel will focus on the current state of financial wellness needs of government workers and the available programs to meet these needs: where they stood pre-COVID-19 and how they have been impacted since. Learn:

  • Employee needs/Employer offerings pre- and post-COVID-19
  • How employers are helping and can help employees with their financial wellness needs—including use of CARES Act provisions.
  • Behavioral changes and results of these programs
  • Lessons learned from a Financial Wellness program in action

Speakers:

  • Moderator: Lori Lucas, President and CEO, EBRI
  • Panelist: Beth Cleary, Executive Director, Deferred Compensation, City of Milwaukee
  • Panelist: Steve Toole, VP, Financial Wellness Tax-Exempt Markets, Prudential

To catch a thief: Fraud and cybersecurity in a connected world

Hacking, breaches, viruses, ransomware – cybersecurity is scary. But what action can you take as a plan sponsor to both prevent attacks and respond to them when they occur? Our panel of experts will discuss the latest tactics to keep the bad guys at bay that you can take back to the office and immediately implement to protect unauthorized access to your plan and your participants.

Speakers:

  • Moderator: Ben Taylor, SVP, Head of US Tax Exempt DC Research, Callan LLC
  • Panelist: Patrice Bordron, AVP, Business Segment CISO, Nationwide
  • Panelist: Marina Edwards, Senior Defined Contribution Strategist, North America Institutional Sales, Invesco
  • Panelist: Doug Peterson, Chief Information Security Officer, Empower Retirement

THURS, OCT 29
10:00 – 11:00 a.m. ET
12:00 – 1:00 p.m. ET
2:00 – 3:00 p.m. ET
4:00 – 5:00 p.m. ET

P2P EXCHANGEoptional; plan sponsors only

P2P Exchanges are virtual small group (10 ppl) peer-to-peer moderated discussion sessions that are only open to government attendees every Thursday in October.

The exchange sessions are optional, and attendees may sign up on the event registration form. NAGDCA will reach out in late August/early September to confirm your participation.


Details: 

  • Most sessions will be an hour long.
  • DC Community Exchange – small, moderated group discussions comprised of industry representatives and plan sponsors to discuss issues/challenges; select time(s) based on your availability on the registration form.
  • Learning Labs – breakout sessions; three concurrent sessions each Wednesday; each session is repeated.
  • P2P Exchangereserved for government registrants only; small, moderated group discussions comprised of plan sponsors to share best practices, ask questions and learn from their peers; select time(s) based on your availability on the registration form

Speakers

Click below to learn about the Connect speakers and moderators.

SPEAKER BIOS

Sponsors

Click here to learn about NAGDCA Connect sponsorship opportunities.

VISIONARY

PREMIER

PARTNER

SUPPORTER

Continuing Education

Please contact Carly Miller at cmiller@amrms.com if you have any continuing education questions. 

National Association of Government Defined Contribution Administrators 108617 is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

National Association of Government Defined Contribution Administrators (NAGDCA) is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. The total number of PDCs for the SHRM-CPSM or SHRM-SCPSM for this program will be listed once approved (credits awarded based on session attendance). For more information about certification or recertification, please visit www.shrmcertification.org.

NAGDCA is also eligible to offer continuing education credits for CFP and CRC designations. For more information about the CFP program, please visit www.CFP.net, and for more information regarding the CRC program, please visit www.InFRE.org.

For the virtual NAGDCA Connect sessions, no advanced preparation nor prerequisites are required.

Click here to view the learning objectives and credit offerings for each NAGDCA Connect session. 

Attendees seeking CFP*, CPE, CRC and/or SHRM credit MUST complete a CE session survey for each virtual session attended. More information about the surveys coming soon!

FAQs

To access Monday and Wednesday sessions:

  1. Click here to log in to the event platform with your NAGDCA credentials.
  2. Navigate to the session.
  3. Click “JOIN THE SESSION” found under “Materials.”
  4. Click the link to join the Zoom webinar session.

To access Tuesday and Thursday exchange sessions: 

  1. Navigate to your calendar.*
  2. Open the meeting invitation for the session.
  3. Click the Zoom meeting link.

* Only those who signed up for the session when registering have received meeting invitations with the connection details. 

All registration cancellations and refund requests must be made in writing no later than September 18, 2020 via email at registration@nagdca.org. A refund of the full event registration fee, minus a $25 administrative fee, will be given for cancellations received by that date. NAGDCA regrets that refunds will not be given for no-shows.

Substitutions are gladly accepted! Substitutions of registrations are permitted prior to the virtual event start date by submitting a written request to registration@nagdca.org. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for all financial obligations (any balance due) associated with that substitution.

Confirmation emails are commonly delivered to junk or spam folders. If you can not locate your confirmation email, please contact registration@nagdca.org to request a resend.

Access to advance registration lists is a benefit reserved for Partner, Premier, and Visionary sponsors. A link to access the attendance roster will be sent to the sponsorship point of contact in August or upon purchase. The data provided in these lists may not be harvested, sold to others, incorporated into any type of database, used to generate mailing lists, or employed for any promotional purpose.